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Written by Eben Esterhuizen
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Thursday, 23 October 2008 11:35 |
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Sometimes the best scientific discoveries are made by accident. "We were doing research on the chemical reactions on metal surfaces and, on a hunch, I said let's look at semiconductors, without a clear plan," said Eric Mazur, a physicist at Harvard University, about an experiment done in 1998. A decade later, it looks like his accidental discovery may revolutionize solar technology.
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Last Updated on Friday, 24 October 2008 09:56 |
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Written by Miranda Marquit
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Thursday, 14 August 2008 13:27 |
In what is likely to be the biggest expansion of renewable power, Souther California Edison (EIX) plans to put solar panels on warehouse roofs. The move is expected to provide about 250 megawatts of power -- all of it from renewable energy. Such a plan would be expected to accomplish two things:
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Last Updated on Thursday, 14 August 2008 15:42 |
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Written by Eben Esterhuizen
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Tuesday, 04 March 2008 00:26 |
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Solar stocks have seen a sharp pullback since the start of 2008, and short-term rallies from current levels should be expected. Upcoming catalysts for near-term rallies include the announcement of new supply deals, better than expected earnings results, short squeezes and the potential for supportive legislation. The more important question investors will need to ask: Are solar fundamentals deteriorating? Banc of America analyst Eric Brown recently suggested that solar will soon follow the trend of ethanol stocks, where attractive valuations can be trumped by deteriorating industry fundamentals. Several analysts have criticized the Banc of America note, arguing that solar stocks will continue to shine. |
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Last Updated on Sunday, 09 March 2008 21:10 |
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Written by Eben Esterhuizen
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Tuesday, 15 January 2008 03:01 |
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Recent economic data shows that German industrial production, exports and retail sales unexpectedly declined toward the end of 2007, suggesting that growth in Europe's powerhouse economy is slowing. Exports are clearly suffering from the stronger euro, but very few analysts predict a German recession. German exports are unlikely to fall off a cliff, as Asian demand for the country's exports is still healthy. Also, it's important to note that less than 9% of Germany's exports go to the United States, so its direct exposure to an American slowdown is modest. Germany had no property bubble, and German businesses and its consumers have been prudent about debt. |
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Last Updated on Sunday, 20 January 2008 23:23 |
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Written by Eben Esterhuizen
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Monday, 14 January 2008 02:01 |
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Investors have been fretting about a U.S. recession for months, and recent polls suggest a heightened level of economic anxiety among Americans. Assuming that we go into a mild recession, is this the time for solar investors to jump ship? To the contrary - a recession might provide some attractive opportunities in the solar sector. |
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Last Updated on Monday, 14 January 2008 15:36 |
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